Plan Snapshot
- Plan Sponsor: Potesta & Associates, INC.
- Sponsor EIN: 311509066
- Sponsor Address: 7012 MACCORKLE AVENUE, SE, CHARLESTON, WV, 25304
- Plan Type: 401(k)
- Total Participants: 81
- Total Assets: $16.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 81 | $16.7M | $185,946 | $506,399 |
| 2023 | 67 | $16.1M | $169,135 | $559,573 |
| 2022 | 64 | $13.7M | $182,686 | $500,707 |